Moderately Conservative Allocationor search across All Categories
Statistics as of Apr 04, 2025
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Found total of 111 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio ▲ | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.15 | YTD Return 0.4% | 3yr Return 5.0% | 1yr Return 4.3% | Total Assets $63M | 6M Money Flow -$822K | |
Expense Ratio 0.00% | TTM Yield 4.9% | 3yr Sharpe -0.15 | YTD Return 0.3% | 3yr Return 4.4% | 1yr Return 4.3% | Total Assets $36M | 6M Money Flow $873K | |
Expense Ratio 0.02% | TTM Yield 2.9% | 3yr Sharpe -0.16 | YTD Return -0.9% | 3yr Return 6.9% | 1yr Return 4.2% | Total Assets $321K | 6M Money Flow $14K | |
Expense Ratio 0.09% | TTM Yield 2.3% | 3yr Sharpe 0.14 | YTD Return -6.1% | 3yr Return 12.7% | 1yr Return 1.7% | Total Assets $10B | 6M Money Flow $108M | |
Expense Ratio 0.10% | TTM Yield 3.2% | 3yr Sharpe -0.07 | YTD Return -1.8% | 3yr Return 7.6% | 1yr Return 3.7% | Total Assets $736M | 6M Money Flow -$503K | |
Expense Ratio 0.35% Expense Ratio 0.25% Expense Ratio 0.20% | ||||||||
Expense Ratio 0.12% | TTM Yield 3.4% | 3yr Sharpe -0.13 | YTD Return -2.1% | 3yr Return 6.2% | 1yr Return 3.4% | Total Assets $10B | 6M Money Flow -$321M | |
Expense Ratio 0.13% | TTM Yield 3.2% | 3yr Sharpe -0.09 | YTD Return -2.1% | 3yr Return 8.0% | 1yr Return 3.6% | Total Assets $145M | 6M Money Flow -$10M | |
Expense Ratio 0.15% | TTM Yield 3.2% | 3yr Sharpe -0.09 | YTD Return -2.0% | 3yr Return 7.0% | 1yr Return 3.6% | Total Assets $1B | 6M Money Flow $21M | |
Expense Ratio 0.15% | TTM Yield 3.4% | 3yr Sharpe -0.18 | YTD Return -0.8% | 3yr Return 6.2% | 1yr Return 4.2% | Total Assets $613M | 6M Money Flow $17M | |
Expense Ratio 0.16% | TTM Yield 3.9% | 3yr Sharpe -0.12 | YTD Return -0.2% | 3yr Return 6.8% | 1yr Return 4.8% | Total Assets $49B | 6M Money Flow -$3B | |
Expense Ratio 0.23% | ||||||||
Expense Ratio 0.17% | TTM Yield 3.0% | 3yr Sharpe -0.26 | YTD Return -1.4% | 3yr Return 3.0% | 1yr Return 3.9% | Total Assets $28M | 6M Money Flow -$126K | |
Expense Ratio 0.18% | TTM Yield 3.2% | 3yr Sharpe -0.25 | YTD Return -0.6% | 3yr Return 4.5% | 1yr Return 4.1% | Total Assets $8M | 6M Money Flow -$141K | |
Expense Ratio 0.18% | TTM Yield 3.1% | 3yr Sharpe -0.16 | YTD Return -2.1% | 3yr Return 5.1% | 1yr Return 3.3% | Total Assets $6M | 6M Money Flow -$83K | |
Expense Ratio 0.22% | TTM Yield 3.7% | 3yr Sharpe -0.14 | YTD Return -2.8% | 3yr Return 5.0% | 1yr Return 2.0% | Total Assets $2B | 6M Money Flow -$140M | |
Expense Ratio 0.58% Expense Ratio 0.17% Expense Ratio 0.18% Expense Ratio 1.29% Expense Ratio 0.28% Expense Ratio 0.23% Expense Ratio 0.68% Expense Ratio 0.42% | ||||||||
Expense Ratio 0.34% | TTM Yield 3.5% | 3yr Sharpe -0.10 | YTD Return -1.9% | 3yr Return 6.9% | 1yr Return 3.1% | Total Assets $2B | 6M Money Flow -$86M | |
Expense Ratio 0.49% Expense Ratio 0.99% Expense Ratio 0.74% | ||||||||
Expense Ratio 0.35% | TTM Yield 4.0% | 3yr Sharpe - | YTD Return -1.0% | 3yr Return - | 1yr Return 5.2% | Total Assets $5M | 6M Money Flow -$128K | |
Expense Ratio 0.37% | TTM Yield 3.1% | 3yr Sharpe -0.14 | YTD Return -2.7% | 3yr Return 5.1% | 1yr Return 1.0% | Total Assets $843M | 6M Money Flow $130M | |
Expense Ratio 0.02% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.37% | TTM Yield 3.4% | 3yr Sharpe -0.11 | YTD Return -2.2% | 3yr Return 7.1% | 1yr Return 2.5% | Total Assets $385M | 6M Money Flow -$28M | |
Expense Ratio 0.62% Expense Ratio 0.62% Expense Ratio 0.52% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.38% | TTM Yield 3.7% | 3yr Sharpe -0.10 | YTD Return -3.1% | 3yr Return 5.6% | 1yr Return 2.3% | Total Assets $1B | 6M Money Flow -$41M | |
Expense Ratio 0.13% | ||||||||
Expense Ratio 0.38% | TTM Yield 5.1% | 3yr Sharpe - | YTD Return -1.4% | 3yr Return - | 1yr Return 3.9% | Total Assets $545M | 6M Money Flow $226M | |
Expense Ratio 0.39% | TTM Yield 2.9% | 3yr Sharpe -0.25 | YTD Return -2.0% | 3yr Return 3.2% | 1yr Return 2.9% | Total Assets $61M | 6M Money Flow -$183K | |
Expense Ratio 0.49% | ||||||||
Expense Ratio 0.40% | TTM Yield 3.2% | 3yr Sharpe -0.02 | YTD Return -3.9% | 3yr Return 8.6% | 1yr Return 2.4% | Total Assets $123M | 6M Money Flow -$5M | |
Expense Ratio 0.55% | ||||||||
Expense Ratio 0.42% | TTM Yield 4.4% | 3yr Sharpe -0.44 | YTD Return -0.1% | 3yr Return 1.3% | 1yr Return 3.2% | Total Assets $347M | 6M Money Flow -$18M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 0.18% Expense Ratio 0.07% | ||||||||
Expense Ratio 0.43% | TTM Yield 2.7% | 3yr Sharpe 0.14 | YTD Return -2.8% | 3yr Return 12.7% | 1yr Return 3.6% | Total Assets $5B | 6M Money Flow $125M | |
Expense Ratio 0.33% | ||||||||
Expense Ratio 0.47% | TTM Yield 4.5% | 3yr Sharpe -0.31 | YTD Return -1.9% | 3yr Return 1.4% | 1yr Return 3.0% | Total Assets $314M | 6M Money Flow -$28M | |
Expense Ratio 0.22% Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.09% | ||||||||
Expense Ratio 0.47% | TTM Yield 2.7% | 3yr Sharpe -0.29 | YTD Return -3.1% | 3yr Return 1.3% | 1yr Return 0.8% | Total Assets $250M | 6M Money Flow -$18M | |
Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.22% Expense Ratio 0.37% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.48% | TTM Yield 2.6% | 3yr Sharpe -0.51 | YTD Return 2.5% | 3yr Return -12.0% | 1yr Return 2.2% | Total Assets $521M | 6M Money Flow -$76M | |
Expense Ratio 0.49% | TTM Yield 4.4% | 3yr Sharpe 0.06 | YTD Return -2.5% | 3yr Return 10.3% | 1yr Return 3.4% | Total Assets $2B | 6M Money Flow $59M | |
Expense Ratio 0.82% Expense Ratio 0.57% Expense Ratio 1.57% Expense Ratio 0.48% Expense Ratio 0.48% | ||||||||
Expense Ratio 0.49% | TTM Yield 4.1% | 3yr Sharpe -0.12 | YTD Return -2.0% | 3yr Return 6.6% | 1yr Return 2.9% | Total Assets $184M | 6M Money Flow -$34M | |
Expense Ratio 0.34% Expense Ratio 0.74% Expense Ratio 0.99% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.1% | 3yr Sharpe -0.15 | YTD Return -1.8% | 3yr Return 5.5% | 1yr Return 3.2% | Total Assets $190M | 6M Money Flow -$11M | |
Expense Ratio 0.51% | TTM Yield 2.8% | 3yr Sharpe -0.16 | YTD Return -3.0% | 3yr Return 4.8% | 1yr Return 1.8% | Total Assets $2B | 6M Money Flow -$59M | |
Expense Ratio 0.48% Expense Ratio 0.78% Expense Ratio 0.53% Expense Ratio 1.53% Expense Ratio 1.03% | ||||||||
Expense Ratio 0.51% | TTM Yield 3.1% | 3yr Sharpe -0.23 | YTD Return -1.7% | 3yr Return 5.0% | 1yr Return 2.8% | Total Assets $2B | 6M Money Flow -$79M | |
Expense Ratio 0.48% Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 1.04% Expense Ratio 1.54% | ||||||||
Expense Ratio 0.51% | TTM Yield 1.9% | 3yr Sharpe 0.04 | YTD Return -5.9% | 3yr Return 10.2% | 1yr Return 2.5% | Total Assets $789M | 6M Money Flow $1M | |
Expense Ratio 0.54% Expense Ratio 0.83% Expense Ratio 1.58% | ||||||||
Expense Ratio 0.52% | TTM Yield 3.7% | 3yr Sharpe -0.13 | YTD Return -2.2% | 3yr Return 6.2% | 1yr Return 2.8% | Total Assets $214M | 6M Money Flow -$28M | |
Expense Ratio 0.91% Expense Ratio 0.83% Expense Ratio 1.16% Expense Ratio 0.60% | ||||||||
Expense Ratio 0.57% | TTM Yield 6.2% | 3yr Sharpe -0.05 | YTD Return -0.9% | 3yr Return 8.6% | 1yr Return 4.5% | Total Assets $10B | 6M Money Flow -$730M | |
Expense Ratio 0.82% Expense Ratio 0.52% Expense Ratio 1.57% | ||||||||
Expense Ratio 0.57% | TTM Yield 3.5% | 3yr Sharpe -0.16 | YTD Return -3.1% | 3yr Return 4.9% | 1yr Return 1.8% | Total Assets $99M | 6M Money Flow -$4M | |
Expense Ratio 0.25% Expense Ratio 0.80% Expense Ratio 1.99% | ||||||||
Expense Ratio 0.59% | TTM Yield 4.1% | 3yr Sharpe 0.06 | YTD Return -1.8% | 3yr Return 10.0% | 1yr Return 4.8% | Total Assets $8B | 6M Money Flow -$774K | |
Expense Ratio 0.40% Expense Ratio 1.34% Expense Ratio 0.63% Expense Ratio 0.30% Expense Ratio 0.30% Expense Ratio 0.66% Expense Ratio 0.40% Expense Ratio 0.92% Expense Ratio 1.38% Expense Ratio 0.63% Expense Ratio 1.39% Expense Ratio 0.43% Expense Ratio 0.35% Expense Ratio 0.87% Expense Ratio 0.53% Expense Ratio 1.36% Expense Ratio 1.10% Expense Ratio 0.32% Expense Ratio 0.35% Expense Ratio 0.71% | ||||||||
Expense Ratio 0.59% | TTM Yield 3.4% | 3yr Sharpe -0.15 | YTD Return 0.3% | 3yr Return 6.3% | 1yr Return 5.7% | Total Assets $1B | 6M Money Flow -$28M | |
Expense Ratio 0.40% Expense Ratio 1.33% Expense Ratio 0.30% Expense Ratio 0.30% Expense Ratio 0.65% Expense Ratio 0.63% Expense Ratio 0.95% Expense Ratio 1.28% Expense Ratio 1.32% Expense Ratio 0.43% Expense Ratio 0.35% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.60% | TTM Yield 1.4% | 3yr Sharpe 0.07 | YTD Return -2.4% | 3yr Return 11.2% | 1yr Return 5.8% | Total Assets $499M | 6M Money Flow -$34M | |
Expense Ratio 0.85% Expense Ratio 1.20% Expense Ratio 1.00% | ||||||||
Expense Ratio 0.61% | TTM Yield 2.7% | 3yr Sharpe -0.15 | YTD Return -3.0% | 3yr Return 5.0% | 1yr Return 1.9% | Total Assets $834M | 6M Money Flow -$51M | |
Expense Ratio 1.36% Expense Ratio 0.86% Expense Ratio 0.36% Expense Ratio 0.31% | ||||||||
Expense Ratio 0.62% | TTM Yield 3.0% | 3yr Sharpe -0.20 | YTD Return -2.7% | 3yr Return 4.1% | 1yr Return 2.8% | Total Assets $603M | 6M Money Flow -$55M | |
Expense Ratio 0.27% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.9% | 3yr Sharpe -0.12 | YTD Return -2.0% | 3yr Return 6.7% | 1yr Return 3.2% | Total Assets $270M | 6M Money Flow -$18M | |